Below is a group of How-to's that are related to the topic of 'Ready for Check in PLM' in the SmarTeam to PLM transition category. Click on their links to find more information on these topics.

• What is the "Ready For Check in PLM" SmarTeam command ?
• How to get access to the "Ready For Check in PLM" SmarTeam command?
• What requirement must be met to use Ready For Check in PLM?
• How to launch a Ready For Check in PLM on a SmarTeam Document?
• How does the state of CAD Documents migrated via Ready For Check in PLM change after performing a Design Verification Workflow ?
• How to deal with objects in "Ready for Check (RFC)" or "Checked" state when running a "RFC in PLM"?
• How to reset/abandon a Ready For Check in PLM?
• How does the concept of “Responsibility” relate to the Ready for Check-in PLM SmarTeam feature?
• How to validate a CAD structure where a master document is not in BOM (SmarTeam)?

Below is a group of How-to's that are related to the topic of 'RFC in PLM Troubleshooting/Specific Use Cases' in the SmarTeam to PLM transition category. Click on their links to find more information on these topics.

• How to validate a CAD structure where a master document is not in BOM (SmarTeam)?

Below is a group of How-to's that are related to the topic of 'View SmT Documents in PLM' in the SmarTeam to PLM transition category. Click on their links to find more information on these topics.

• How to search and visualise files of SmarTeam CAD Documents in the PLM Platform?
• How-to identify if SmarTeam documents have been migrated and switched ownership to the PLM?
• How to identify if documents migrated to the PLM has been edited in Smarteam since?

Below are the remaining How-to's that are not present in other subgroups in the SmarTeam to PLM transition category. Click on their links to find more information on these topics.

• How to access the PLM training?
• How do the CATIA-PLM icons compare to the CATIA-SmarTeam icons?
• How to navigate the platform using different interfaces?
• How to find drawings I am responsible for and that are in Checked lifecycle state?

Before working in the PLM please follow the available training material depending on your usage and requirements. The trainings can be found here. 

In most situations all Master CAD documents in a CAD structure are contained in the assembly's BOM. However, there is a valid use case where this is not true.

For example, a component in a structure will be manufactured from a standard SCEM part, such as a long tube. The component is ‘Master’, but very simple and does not require its own drawing (dimensions will be placed on the assembly drawing). Rather than putting the modified CAD part in the BOM, the SCEM part is included instead to aid purchasing and manufacturing. See the schematic of this example below, where the BOM structure was defined using the ‘BOM Compare tool’ in SmarTeam.

Currently a structure of this type will be blocked during the ‘Ready for Check in PLM’ action, due to the master document not being in the BOM. A warning message will be shown stating "This component in the CAD structure of the parent document is not found in the BOM".

This check is in place to aid the smooth migration of other use cases and prevent an out-of date BOM migrating to the PLM, which will affect what is validated during the sign off procedure.

To avoid causing issues to other use cases, or creating over complex migration rules, we have taken the decision to not change this rule. Therefore, if you have a structure of this type, we would kindly ask you to use CDD to validate it.

Please note, once the documents are released, they will be migrated to the PLM via simpler checks. This will be done by the CAD-Support team before all users move over permanently to the PLM. In addition, for CAD structures created natively in the PLM, there is a system in place to create a BOM of this nature. Please see here for more information on this topic.

Please be aware, if CAD B is ‘Non Master’ RFC in PLM can still be used. In this case you will be shown a warning message reminding you to attach the ‘Non Master’ document as a root object of your workflow in the PLM, else it will not be released.

To help with the transition from SmarTeam to PLM, we have put together a comparison between the different Specification tree icons. Some have remained the same, but others have changed or are new. Also note, previously with SmarTeam, the icons were viewable on both assemblies and CATParts. Using the PLM, they are viewable on assemblies only and CATParts open in their own window will have no PLM status icons.

Note, the lifecycle states do not correspond.

For more information on all the PLM/CATIA icons, please see the following documentation, FAQ.

When documents are migrated to the PLM, either by setting them to preliminary in SmarTeam or using the RFC in PLM command*, they are in a frozen state in SmT. Therefore, if people need to edit a document in SmT they must create a new version.
Although this new document will not be visible in the PLM until its migrated itself, the previous version available in the PLM will be flagged as ‘non-current’.

This property can be viewed on the PLM search grid and the structure tab on a CAD Document profile card.

*Documents already released in SmT need to be migrated manually, contact plm-support@cern.ch for help.

Documents that are created in SmarTeam can be migrated to the PLM. They can also have their 'ownership' transferred over so they can be edited in the PLM.
Note: Only one software at a time is permitted to edit documents, to prevent continuity issues.

From SmartTeam you can identify if a document has been migrated over and ownership changed by looking at the lifecycle state. Documents of this nature will be set to the ‘Externalised’ state.

From the PLM you can identify it through the ‘Owned by SmarTeam’ property. If the property is;

• Enabled, it means the document is still owned by SmT and must be edited there
• Disabled, owned by the PLM and must be edited there.

This property is displayed in the search grid from the dashboard and in the relationship grid on the profile card of a CAD document.

For info:

Documents starting with ST2 are native to the PLM so will be editable (subject to lifecycle status and access rights).

Documents starting with ST1 or ST0 were created in SmarTeam or Euclid. These will have to undergo the migration and ownership transferal process before they can be edited in the PLM.

Here is how to proceed to easily retrieve all drawings you are responsible for and that are pending for the CDD second control signature (whose lifecycle state is currently “Checked”):

• Run a SmarTeam Query by clicking on the command “Find by attributes”:

• Then fill the following properties in the SmarTeam query menu:
  1. Select the document type to be queried -> CATIA Drawing
  2. Specify that the document must have a CERN Drawing Reference by stipulating that the value of the “CDD Number” field must not be empty -> To do so, enter > in this field.
  3. Select the Life Cycle state -> “Checked”
  4. Specify the name of the responsible for the documents to be retrieved -> Click on the button located at the right of the “Responsible” field and browse for your name.
  5. (Optional step) If needed you can select additional properties to be displayed in the result grid by clicking on the “Attributes…” button.
  6. Click on the “Run” button to proceed with the query.
     
     
• All drawings with a CDD Reference, under your responsibility and currently in “Checked” lifecycle state will be listed in the result grid:

• You can then contact the project leaders that have the appropriate rights to proceed with the signature control 2 on these drawings.

To locate, view or open files of SmarTeam(ST) CAD Documents through the PLM platform, follow the subsequent steps.

1. Optional prerequisite to enable the opening of STEP files of ST CAD Document directly into SpinFire Ultimate:

         Install the software below from CMF. These are available on any CERN Windows machine.

• CERN - PLM Desktop
• Actify SpinFire Ultimate

Note: There is an embedded viewer in the PLM to allow users to view the documents without installing Actify SpinFire Ult., but for a comprehensive review of a document Actify SpinFire Ult. is required.

For the subsequent steps, use either the PLM Desktop app (open the PLM website as shown below), or open the following link in any web browser, https://plm.cern.ch/. However please note, to open a file directly into SpinFire Ult., the PLM desktop must be running. An explicit error will be returned if it is not.

2. Search for the document in the PLM

  2.1 It’s recommended to search for a document through the Folders (ST Projects) and Parts (ST Items) it is in, rather than directly, as these queries load much faster and have improved accuracy. Access these search boxes through the table of contents on the PLM Website (or webpage), as shown below.

Note: the Part (Item) reference can easily be deducted from the ST CAD Doc reference: just remove the _ and the 2 last digits

ex: CAD Doc ref :ST1234567_01 -> Part ref: ST1234567
     

  2.2 Query for the desired Folder or Part using the filter fields. Double-click to open the object in its own window.
 

  2.3 Navigate to the document from the Folder or Part window.

        The contents of both objects are shown as icons under the main information boxes, click to open them in their own window. Alternatively, navigate using the ARAS grid and different tabs at the bottom of the window as shown in the images below.         

2.4 Ensure you open the required revision of the document. A warning will be displayed in the header of the profile card if it is non-latest, with a link to the latest revision.

3. The 3D data of a CAD Document can be viewed from its Profile Card.

• For quick visualisation there is an embedded viewer window on the right-hand side of the window (installation of Actify SpinFire ult. is not required to view this).
• For a more in-depth review, the data can be opened in the local default CAD viewer using the button below (SpinFire Ult. if installed and the PLM desktop is running).
• To download a .stp file of the document, press the arrow in the top box and choose the filetype from the dropdown list.  

4. For a drawing, the 2D data can also be viewed on the Profile Card.

• For quick visualisation there is an embedded viewer window on the right-hand side of the window.
• To download a .pdf file of the CAD Document, press the arrow in the top box and choose the filetype from the dropdown list.
• If it is saved in EDMS, there is also a link to this area.​​​​​​

For more information on how to use SpinFire Ultimate please read the following documentation.

FAQ: SpinFire Ultimate

To reset/abandon a "Ready For Check in PLM" command, you need to:

Access the object in your CS Dashboard  select More  Life Cycle  "Reset (abandon) Ready For Check in PLM".

As a consequence:

- the selected CAD Document will be reset to the "Preliminary" state in SmarTeam, and can be edited again.

- The corresponding CAD Document in the PLM will transition to "In Preparation" and baselined (frozen).

The transition from "Ready For Check" or "Checked" to "Ready For Check in PLM" is not allowed.

When executing the "Ready For Check in PLM" command on CAD documents that are either in the "RFC" or "Checked" state, or contain dependencies in those states, the report will display:

"Current workflow state (Ready for Check/Checked) is not valid for this workflow transition"

To proceed, you need to:

- Either reject them: you can then check them out and in again to create a new minor version.

- Or wait for the second control to be performed, so that the CAD Documents transition to "Released".

In case the Design Verification Workflow is successfully completed, the state of the objects collected by the Workflow evolves to:

- Approved in the PLM and EDMS.

- Released in SmarTeam.

The signatures performed in the PLM will be available in CDD as well.

In case one control activity is rejected, the state of the objects collected by the Workflow transitions back to:

- In Preparation in the PLM and EDMS

- Preliminary in SmarTeam

The CAD Documents can be worked on again in SmarTeam and the Ready For Check in PLM command can be re-launched on their new version.

The "Ready for check in PLM" command is available to all SmarTeam users with lifecycle modification rights. if you require access to this please get in touch with the Support Team at: plm.support@cern.ch

The aim of Ready For Check in PLM is to validate SmarTeam data via the PLM, instead of CDD. 

This command needs to be executed in SmarTeam and triggers the migration of the collected data to the PLM.

The Design Verification Workflow replaces the CDD control process and it is composed by:

- Design Documentation Check: replaces the CDD Control 1

- Part Design Approval: replaces the CDD Control 2

- Review by Approval Group: replaces the CDD Control 3 / Approval Process (mandatory for QAC A Control Rule, optional otherwise)

Complete documentation:

•  Ready for Check in PLM FAQ
• CDD to PLM informative session presentation and recording

The user must be responsible for the documents in SmarTeam and the status of the documents in SmarTeam must be Checked In or Preliminary, with the last version.

Each document must be linked to a single Item in SmarTeam and incorporate the latest changes made to all its related documents.

The drawings must have a title block created with the current TitleBlock Editor tool and a CDD number.

All documents related to the document concerned must already be in one of the following states: In Work, Preliminary or Released.

Complete documentation: Ready for Check in PLM FAQ

To launch the Ready for Check in PLM command in SmarTeam, you have to be set as "Responsible" on all the CAD Documents (Master and non-Master) attached to the Item.

Moreover, you must also take “Responsibility” for the CAD Documents attached to the Items that compose the BOM.

In other words, you must be “Responsible” of all the CAD Documents collected by the Ready for Check in PLM command (dependencies that are not already "Ready for Check in PLM" or "Released".)

Complete documentation: Ready for Check in PLM FAQ

1. Open the CS Dashboard.
2. Click on "More..." from the document you want to set, then on "Life Cycle" and "Set to Ready For Check in PLM". This command can be executed on any of the CAD Documents linked to the Item, and as a result, all the CAD Documents attached to the Item will transition to RFC in PLM (this differs from the regular RFC). Please contact the support if this command is not available for you. 

If you want to know more about the criteria, please see the How To below:

What requirement must be met to use Ready For Check in PLM?

Complete documentation: Ready for Check in PLM FAQ

You can navigate the platform using several different interfaces:

• PLM Explorer
• SmarTeam Explorer
• Icons panel

To know more about these interfaces, please follow the document below (page 34).

 Interface